Project Manager - Scrum Master - Agile Delivery Leader
Resume:
Leslie M. Takenaka
Cell Phone: 925-***-****
Email: ********@*****.***
http://linkedin.com/in/leslie-takenaka
Proactive, independent, motivated, positive, personable individual experienced in the following roles: Scrum Master, Project Manager (Business, Technical, Infrastructure, Quality Assurance, Implementation, Event Planning), Compensation Analyst, Loan Administrator, Customer Service Officer. Project Methodologies include: Agile, Rational Unified Process (iterative development lifecycle), Waterfall, SDLC.
Qualifications and Skills: Intermediate/Advanced knowledge and experience with: MS Office products--Project, Word, Excel, PowerPoint, Outlook; Wells Fargo’s Project Management Tool for Agile; Atlassian tools (Confluence and JIRA); Tableau, PowerBI reporting tool, Rational ClearQuest and Quality Center (Bug and release tracking tools), Service Now, Visio, Sharepoint, Vongluence, Clarity, familiarity with Crystal reporting and MS Access, SQL queries; experience with vendor management; API management; ServiceNow. Excellent communications and people skills. Experience includes both business and technology projects. Plan and/or Participate in committees for fun activities for group and project teams.
Experience:
Wells Fargo; San Francisco Bay Area, California 08/2023 – 08/2025 Project Manager Consultant (Experis and Mainz Brady group) Projects:
Lead Digital Fraud, Authentication and Esignature teams to define, communicate and escalate software patching, decommissions, to remediate vulnerabilities to mitigate risk to secure a secure and seamless customer experience.
Managed application software engineering leads responsible maintaining 50+ applications. Proactively follow up on escalations to ensure remediation to mitigate risk of system breach which can pose a threat to the customers and the bank's operations and reputation. Managed project tracking/status, communication, requirements and execution via JIRA, Service NOW, and other reporting tools.
Managed application participants to perform BCP exercises to ensure the bank's ability to continue operations during an outage/disaster.
Represent application teams to downstream groups such as Database Engineering to facilitate requirements, resource requests and execution.
Managed infrastructure projects to enhance and onboard microservices for the bank's digital platform to provide new product offerings' and enhance microservice functionality. First Republic Bank; San Francisco Bay Area, California 01/2021 – 06/2023 Project Manager, Scrum Master Consultant (Matrix)
Projects:
1. Kafka Topics Implementation ($300K): Implement new technology to the bank and near real-time customer account status resulting in an improved client experience and product offering for the bank and its clients.
2. Direct API: Implement a solution to reduce system latency and address risk for manual workarounds in the Wire Operations area to resolve uncertainty, risk 3. CORE Transformation Project: Participant in the CORE Transformation Project including setting up and managing the JIRA board for infrastructure work and related scrum calls. Managed project to oversee completion of required operationalization documentation for audit and compliance purposes. Managed project to implement new data infrastructure rules for automated jobs. Follow up, facilitate, document and drive issues and action items to completion, track and report status, I’m create and maintain project plan, document agreements reached, produce monthly agile report for Scrum statistics, and publish and communicate agreements to the team. Page 2 of 4
Resume: Leslie M. Takenaka
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Wells Fargo; San Francisco Bay Area, California 11/2018 – 11/2020 Project Manager, Scrum Master Consultant (ATR)
Projects:
1. IBM Trusteer Malware Integration ($1.9mm): Integration of vendor malware mitigation solution resulting in the identification of malicious activity in real-time on the browser and mobile app through enhanced analytics from a continuous feed of potential threat intel from new malware types, the containment and treatment of fraudulent transactions resulting from malware, customer remediation/communications to enhance customer service and support, thorough assessment of the effectiveness of malware tools, proactive identification of new malware variants to detect impacts to WF by actively monitoring the threat landscape. 2. Perimeter PreAuthorization/NuData Integration ($4.1mm): Integration of Threat zManagement controls solution resulting in an added layer of security within Online Digital applications which include pre-authorization and in-session high-risk events. Controls are a combination of vendor supported and internally developed capabilities that are adaptable to evolving attacks as well as providing additional in-session fraud detection capabilities. 3. Real Time Account Boarding ($8.8mm): After being decisioned and approved for credit cards, customers were able to receive the necessary documents and credit cards digitally and are accessible through a digital wallet for eCommerce/mCommerce/POS shopping. Contributed to growth by enabling customers to access their credit line immediately after having been approved. The benefit to the company is better customer experience, a positive and progressive approach to meet customer needs in the credit card line, and enable real time boarding. 4. iMessage Foundations ($1mm): A new service for businesses to connect with customers directly via text-based messaging from their mobile devices and will allow Wells Fargo to provide servicing to customers via these messages. (Project cancelled due to a similar effort being implemented.)
Follow up, facilitate, document and drive issues and action items to completion, track and report status, create and maintain project plan, document agreements reached, produce monthly agile report for Scrum statistics, and publish and communicate agreements to the team. Facilitate, review, obtain approvals for project artifacts (Business Requirements, Functional Systems Design, Candidate Architecture Documents, Web Designs, Test artifacts, etc). Partner with Product Owner(s) and Business Analyst to ensure continuous refinement of backlog. Coordinate ADA QA resourcing for content changes and usability. Present project deliverables to the project sponsor for each release and obtain approval for the release.
Facilitate, own and document Scum Ceremonies: Daily Stand Up, Refinement/Grooming Sessions, Retrospectives.
Performed monthly review and reporting of project financials: Research and report on any variances and/or unexplained charges.
Bank of the West; San Francisco Bay Area, California 01/2011 – 10/2018 Project Manager; Assistant Vice President
Follow up, facilitate, document and drive issues and action items to completion, track and report status, create and maintain project plan, create and maintain business requirements, document agreements reached and publish and communicate agreements to the team. Managed project to discontinue the Premier Banking mortgage fee benefit. Managed branch training document, newsletter article, marketing collateral updates, online banking updates and training materials updates.
Interface and partner with other teams relevant to projects and with vendor resources to communicate requirements and obtain sizings for development effort. Responsible for yearly FDIC Modernization testing and documentation. Documented procedures
(instructions) for this function.
Implementation project manager for a large initiative to implement a new replacement system for BOW’s FX trading business. Oversee technical progress (Internal and Vendor), oversee all project progress, communicate weekly status, conduct and facilitate meetings. Page 3 of 4
Resume: Leslie M. Takenaka
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Bank of the West; San Francisco Bay Area, California 01/2011 – 10/2018 Project Manager; Assistant Vice President
Disaster Recovery project manager for the group.
Participated in and was responsible for various projects. SharePoint administrator for Project Management Office group and for Retail Banking Group (RBG). Administer systems access for the group, produce ad hoc reporting and presentations. Wells Fargo Bank; San Francisco Bay Area, California 10/2008 – 04/2010 Project Manager, Internet Services Group Consultant (TEK Systems) Projects:
1. Inter Financial Institution Demand Deposit Account Transfers Phase 2 ($2.8mm): Enhance existing functionality by adding different transfer speeds, fees and fee waivers. Address functionality gaps for converted accounts. Implementation of this project resulted in fee revenues and an improved customer experience for existing, converting and new customers. Project was below budget.
2. Lines Independent Conversion (Transfers and Bill Pay Product Changes) ($400K): Address functionality gaps for converted accounts. Implementation resulted in transparent functionality for online banking customers. Project was below budget. Lead business project manager for very large project. Follow up, facilitate and drive issues and action items to completion, track and report status, create and maintain project plan, document agreements reached and publish these agreements to the team. Manage budget for projects. Interface and partner with other teams relevant to projects. Partner with team members to communicate and negotiate agreements and resolve issues allowing for greater understanding and obtain buy-in on tasks assigned to team members. Report weekly status: Project health, team activities, accomplishments and budget/financials. Maintain project document repository and ensure audit requirements are met and exceeded. Work with Security and Compliance to ensure that project is implemented according to Security standards and site content and ensure concept complies with Bank standards. Track, communicate, and facilitate discussions regarding change requests. Obtain sizings and request funding from project sponsor for project and change requests. Charles Schwab & Company; San Francisco, California 02/2007 – 08/2008 Custody Services IT; Project Manager, Consultant (Net Polarity) Projects:
1. Schwab Custody Service Systems: Enhancements to support simplification of existing mainframe processes (BATS).
2. Schwab Custody Service Systems: Enhance existing application to include user front end and simplification of existing processes (Falcon).
Drive team and follow up on issues and action items, track and report status, create and maintain project plan, document agreements reached and publish these agreements to the team. Interface with other teams relevant to projects.
Partner with business managers to communicate and negotiate agreements. Ensure documentation meets audit requirements.
Partner with Business Project Manager to report and update status and financial reports and negotiate timeline.
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Accomplishments:
Bank of the West:
1. Spot award for FDIC Modernization testing
2. Various STAR cards for business partnerships
Schwab Awards:
1. Excellence In Service Team Award for the Schwab OptionCenter Ph1 Project (as an employee) and for the Managed Accounts Enhancement projects (as a consultant) 2. Nominee for Best Cross Functional Business Partner Award 3. Various Spot Awards for Outstanding Accomplishment Bank of America Awards:
1. Various Exceptional Performance Awards and Spot Awards 2. Selected as a “Mentee” in the High Potential Employee Mentoring Program 3. Selected to attend Bank of America’s Credit Camp Volunteerism:
- Contra Costa Food Bank (current): Pack boxes of canned goods or bags of produce for distribution. Go to various sites to guide participants in the food bank program to “shop” at the sites. Greet participants and assist them with groceries when needed. Unload food bank truck and set up site for program participants to “shop”)
- Loaves and Fishes (current): Assist in the central kitchen to prep for distribution to the dining rooms located in Contra Costa County.
- Adopt a family (Bank of the West and Bank of America): Provide holiday gifts and food for a family in need.
- Reading Partners Mentors (Bank of America): Helping first and second graders to read.
- Loaves and Fishes (Bank of America): Lunch time food distribution to those in need.
- Tony LaRussa’s Animal Rescue Foundation: General volunteer and dog walker
- Purebreds Plus Cat Rescue: Reference checker
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